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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,524 | $217,432-72.6% | $185,851-68.0% | $167,553-64.5% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 17.77% | 148.43%-130.7pp | 122.11%-104.3pp | 478.89%-461.1pp |
| Employer contribution / active EE | $531 | $5,874-91.0% | $5,168-89.7% | $4,840-89.0% |
| Participant deferral / active EE | $2,975 | $6,357-53.2% | $5,569-46.6% | $6,343-53.1% |
| Admin fee / account holder | $640 | $19,820-96.8% | $16,245-96.1% | $12,316-94.8% |